top of page
Search

From Paper Trails to Precision: Manual Data Entry for a Financial Firm

Updated: Sep 17


⚙️ The Process

Data Intake & Sorting

Received 200+ scanned and physical documents

Manual Entry into Custom Sheet

Logged date, vendor, amount, and payment type

Categorization

Tag each line item by category (utilities, payroll, fees, etc.)

Cross-Verification

Verified running totals across sheets for accuracy

Final Delivery

Delivered a clean, formatted Excel file + backup with notes

🛠️ Tools Used

  • Google Sheets / Excel – for structured entry

  • Manual QC process – 2nd set of eyes to double-check all data

  • Secure file transfer – via encrypted drive

  • Bank-provided templates – matched layout and categories

📈 Results

Outcome

Details

✅ 8,000+ entries completed

Fully formatted, categorized, and verified

🕓 Turnaround met

Completed in 10 business days

🔐 100% manual

Ensured compliance, accuracy, and no automation risk

💼 Ready for audit

Final file passed internal checks with no revisions


🗂️ Overview


A regional financial institution needed urgent help organizing a backlog of physical bank statements. Their team was overwhelmed, and automation tools weren’t an option due to inconsistent formats and sensitive data. Brilliant Data Solutions stepped in with a manual-first approach, transforming paper trails into structured, searchable data — fast and accurately.


Black woman performing manual data entry at a desk, entering financial records into a spreadsheet, surrounded by paperwork and files in a professional office setting.

🧩 The Challenge


  • Over 8,000 bank statement entries across paper and PDF formats

  • No consistent format (some scanned, some handwritten, some digital)

  • Strict need for manual data review due to sensitive information

  • Needed totals, dates, and categories standardized



🧠 Why This Matters


Financial firms often deal with non-standard data in high volumes — especially when reconciling paper trails. Our manual process ensures nothing slips through the cracks.



👩🏽‍💻 Need Help With Manual Data Like This?


Brilliant Data Solutions specializes in secure, manual entry for sensitive records — from bank statements to medical logs and everything in between.


👉 Let’s Work Together — Book your data project consultation today.





 LOOKING TO SEE WHAT ALL WE OFFER? CLICK HERE TO REVIEW ALL SERVICES

Comments

bottom of page